Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benedetto? Claim Your ProfileBenedetto Tony Agostino is a financial advisor who has been in the industry since September 5, 2002. He currently works at Cetera Investment Advisers LLC, and is licensed to provide financial advice in Pennsylvania and Texas. Benedetto Tony Agostino has experience working with various clients including high net worth individuals, corporations, and pension plans. He has also been employed by several other firms over the years. Benedetto Tony Agostino offers a variety of services to his clients, including financial planning, portfolio management, and pension consulting. He is committed to providing his clients with personalized and comprehensive financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/05/2023 - Present
Cetera Investment Advisers LLC (CAMP HILL PA)
PA
12/04/2007 - 08/26/2013
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
PA
06/28/2005 - 12/07/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (HARRISBURG PA)
MO
05/26/2004 - 06/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/13/2000 - 06/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
11/18/1999 - 04/10/2000
CONSECO SECURITIES, INC. (CARMEL IN)
MN
08/17/1999 - 09/14/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/1999 - 09/14/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 5/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Benedetto Agostino is the right advisor for you? Invested Better is here to help.
